Ahmad Bakhshai
About Ahmad Bakhshai
Ahmad Bakhshai is the Associate Vice-President of Advanced Wealth Planning at Wellington-Altus, based in Toronto, ON, advising high-net-worth families and business owners on wealth planning solutions.
Ahmad Bakhshai, Associate Vice-President at Wellington-Altus
Ahmad Bakhshai is the Associate Vice-President, Advanced Wealth Planning at Wellington-Altus, having joined the firm in January 2024. Based in Toronto, ON, Ahmad specializes in advising high-net-worth families and business owners on developing comprehensive wealth planning solutions. His role focuses on leveraging his extensive knowledge to provide tailored strategies that align with each client's financial goals and needs.
Ahmad Bakhshai's Education and Professional Designations
Ahmad Bakhshai holds a Bachelor of Commerce (B.Comm) degree with Honours from Queen’s University. Throughout his career, he has earned several prestigious professional designations, including CFA® Charterholder, Certified Financial Planner (CFP®), Trust and Estate Practitioner (TEP), Chartered Life Underwriter (CLU), and Fellow of the Canadian Securities Institute (FCSI). These qualifications underscore his expertise and commitment to excellence in the field of wealth management.
Wealth Management Experience of Ahmad Bakhshai
With over a decade of experience in the wealth management industry, Ahmad Bakhshai has held various roles at Canadian financial institutions. He has worked as a Wealth Advisor and Director, Wealth Planning, where he developed sophisticated financial strategies for clients. Ahmad’s experience spans multiple disciplines within wealth management, making him well-equipped to handle complex financial scenarios and provide strategic counsel.
Professional Contributions and Recognition of Ahmad Bakhshai
Ahmad Bakhshai has made significant contributions to his field. He served on the executive committee of the Eastern Ontario chapter for the Estate Planning Council and has been a regular contributor to FP Canada. In 2019, he was one of the seven nationwide finalists in the PlanPlus Canada Financial Planning Awards financial planning competition, highlighting his expertise and innovative approach. Additionally, he was awarded the prestigious FP Canada™ Fellow distinction, recognizing his outstanding contributions and dedication to the profession.
Ahmad Bakhshai’s Role in Education and Community Involvement
Ahmad Bakhshai contributes to the educational sector as an Adjunct Professor at Queen’s University, sharing his wealth of knowledge and experience with students. Outside of his professional duties, he volunteers with numerous organizations, embodying a commitment to giving back to the community. His involvement in both education and volunteering underscores his dedication to fostering growth and support in various capacities.